2013-02-13T17:59:24-06:00 2012-06-30 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 95219 990 2011-07-01 941312348 UNITED WAY OF THE BAY AREA UNIT 4158084300 221 MAIN STREET NO 300 SAN FRANCISCO CA 94105 JOAN CATHERINE BRAUN 4158084300 2013-02-12 1 TRACY PAGLIA P00366884 2099556100 2011 2016-03-07 17:11:31Z ANNE WILSON 221 MAIN STREET NO 300 SAN FRANCISCO CA 94105 38423879 0 X WWW.UWBA.ORG X 1922 CA TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER. 34 33 111 43835 0 0 31958389 32748141 456283 390753 845363 583826 0 -3369 33260035 33719351 21521438 20954821 0 0 9285509 8925281 0 0 2913267 3952204 3870876 34759151 33750978 -1499116 -31627 23294930 22688895 8229196 12260304 15065734 10428591 X TO BE THE CATALYST THAT ENABLES PEOPLE TO STRENGTHEN THEIR COMMUNITIES BY INVESTING IN ONE ANOTHER. 0 0 17254836 17254836 370653 GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES 4836220 3060737 0 SPARKPOINT - FOR DECADES UWBA HAS PARTNERED AND CONVENED ACROSS SECTORS, CONTRIBUTED TO POLICY, AND MANAGED PROGRAMS THROUGH THE BAY AREA COMMUNITY FUND. UWBA HAS IDENTIFIED AND INVESTED - BOTH FINANCIALLY AND THROUGH TECHNICAL ASSISTANCE - IN MORE THAN 250 HIGH-PERFORMING LOCAL PROGRAMS THAT CREATE, PROMOTE, OR PROTECT FINANCIAL STABILITY BY SUPPORTING CHILDREN AND YOUTH, WORKING FAMILIES, AND COMMUNITIES. THE RELATIONSHIPS, EXPERIENCE, AND SYNERGY STEMMING FROM THIS WORK, AID THE GROUNDWORK FOR UNITED WAY TO BUILD THE SPARKPOINT INITIATIVE. SPARKPOINT CENTERS OFFER A RANGE OF SERVICES IN ONE LOCATION FOR PEOPLE IN POVERTY TO MOVE THEMSELVES TO ECONOMIC SUCCESS. IN FY12, SPARKPOINT SERVED APPROXIMATELY 5,000 INDIVIDUALS IN TOTAL FROM THE SEVEN COUNTIES. THE SPARKPOINT CENTER OFFERS MULTIPLE SERVICES IN ONE LOCATION FOR A PERSON OR FAMILY TRYING TO MOVE OUT OF POVERTY. EXAMPLES OF SERVICES INCLUDE JOB PLACEMENT, WORKFORCE DEVELOPMENT, CREDIT REPAIR, FINANCIAL EDUCATION AND COUNSELING, AND ACCESS TO PUBLIC BENEFITS LIKE HEALTH COVERAGE OR CHILD CARE. THE EARN IT! KEEP IT! SAVE IT! (EKS) PROGRAM IS AVAILABLE AT EACH SPARKPOINT CENTER. IN ADDITION, UWBA AND PARTNERS OFFER EKS AROUND THE BAY AREA AT OVER 200 FREE TAX SITES AND INVOLVING ALMOST 2,000 VOLUNTEERS. IRS CERTIFIED TAX PREPARERS HELP INDIVIDUALS AND FAMILIES CLAIM THEIR MAXIMUM BENEFIT AND REFUND, INCLUDING THE EARNED INCOME TAX CREDIT, THE CHILD TAX CREDIT AND OTHERS. EKS PARTNERS WITH HUNDREDS OF COMMUNITY ORGANIZATIONS. IN FY12, EKS HELPED OVER 63,000 HOUSEHOLDS WHO RECEIVED MORE THAN $65 MILLION IN CREDITS AND REFUNDS, WHICH CAN AMOUNT TO AS MUCH AS $ 5,751 PER FAMILY. 2045799 300000 211 - 211 BAY AREA STRENGTHENS THE COMMUNITY BY ADDRESSING THE CHALLENGES PEOPLE FACE OBTAINING NEEDED HEALTH AND HUMAN SERVICES IN EVERYDAY LIFE AND IN TIMES OF PERSONAL CRISIS. IN TIMES OF DISASTER, 211 BECOMES AN ESSENTIAL PART OF OUR RESPONSE AND RECOVERY. AS AN EASY-TO-REMEMBER PHONE NUMBER, 211 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO ESSENTIAL SERVICES. TRAINED STAFF ANSWERS CALLS 24 HOURS-A-DAY, SEVEN DAYS A WEEK, WITH THE ABILITY TO RESPOND IN THE CALLER'S LANGUAGE THROUGH BILINGUAL STAFF AND TELE-INTERPRETING SERVICES. IN FY12, 211 RECEIVED 196,520 CALLS IN THE 7 COUNTIES OF THE BAY AREA. 3810371 339248 20100 OTHER UNITED WAY OF THE BAY AREA COMMUNITY PROJECTS - UWBA OPERATES OTHER PROGRAMS WHOSE INDIVIDUAL EXPENSES DO NOT EXCEED 20% OF THE TOTAL FOR THIS CATEGORY. THESE PROJECTS TARGET AND SUPPORT BAY AREA COMMUNITIES TO MEET THEIR NEEDS ACROSS OUR ISSUE AREAS. EXPENSES INCLUDE THE COSTS OF PROGRAM-DEDICATED STAFF, CONSULTANTS, AND GRANTS TO NONPROFIT ORGANIZATIONS THAT PROVIDE SERVICES TO THE COMMUNITY PURSUANT TO THE PROGRAMS' CRITERIA AND OBJECTIVES. ONE EXAMPLE IS MATCHBRIDGE. MATCHBRIDGE HELPS YOUNG PEOPLE SUCCEED BY CONNECTING THEM WITH JOBS AND INTERNSHIPS IN THE PRIVATE SECTOR. THROUGH THEIR EXPERIENCE WITH MATCHBRIDGE, YOUNG PEOPLE LEARN THE IMPORTANCE OF COMPLETING HIGH SCHOOL AND COLLEGE OR POST-SECONDARY TRAINING, WHILE LEARNING VALUABLE SKILLS. MATCHBRIDGE PARTNERS WITH BUSINESSES, SCHOOLS, AND LOCAL YOUTH-SERVING CBO'S TO HELP CREATE A WORKFORCE FOR THE 21ST CENTURY. IN 2011-2012 THE PROGRAM PLACED 220 YOUTHS IN JOBS AND INTERNSHIPS, AND THROUGH ITS SUMMER JOBS PLUS PARTNERSHIP WITH THE CITY OF SAN FRANCISCO HELPED ENSURE OPPORTUNITIES FOR MORE THAN 5,000 YOUTH AND YOUNG ADULTS. 3810371 339248 20100 27947226 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 38 0 1 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JOAN CATHERINE BRAUN 4158084465 211 MAIN ST STE 300 SAN FRANCISCO CA 94105 BETH COBERT 3.00 X X 0 0 0 MICHAEL SCANLON 0.50 X 0 0 0 JEFFREY WOHL 0.80 X X 0 0 0 GWENDOLYN WONG 0.80 X X 0 0 0 CHARLES CUSTER 0.80 X X 0 0 0 SUSAN SUTHERLAND 4.00 X X 0 0 0 LORETTA WALKER 0.50 X X 0 0 0 MARGARET BAKER 0.80 X 0 0 0 SUSAN PORTUGAL 1.00 X 0 0 0 RONALD PEYTON 0.80 X 0 0 0 TIMOTHY PAULSON 0.10 X 0 0 0 LEONARD ALMALECH 0.10 X 0 0 0 MICHELLE BANKS 0.50 X 0 0 0 EDWARD BLAKEY 0.30 X 0 0 0 RONALD CATON 0.30 X 0 0 0 WILLIAM CROTEAU 0.10 X 0 0 0 MICHAEL DORSEY 0.50 X 0 0 0 CASSIE DOYLE 0.50 X 0 0 0 PATRICK DUTERTE 0.30 X 0 0 0 LANCE FOX 0.30 X 0 0 0 TODD GALLOWAY 0.20 X 0 0 0 TIMOTHY GERAGHTY 0.50 X 0 0 0 WALTER JOHNSON 0.10 X 0 0 0 SHELLEY KESSLER 1.00 X 0 0 0 JOE LAYMON 0.20 X 0 0 0 NOAH LICHTENSTEIN 0.50 X 0 0 0 ARTHUR LOUIE 0.30 X 0 0 0 CHRISTANN MARTIN 0.10 X 0 0 0 ALFRED MOORE 0.50 X 0 0 0 NISH NADARAJA 0.50 X 0 0 0 JAMES OLSON 0.30 X 0 0 0 TERRY SCHWAKOPF 1.20 X 0 0 0 STEPHEN SEYMOUR 0.20 X 0 0 0 REGINA STANBACK STROUD 0.50 X 0 0 0 SHERRY TENNYSON 0.50 X 0 0 0 ROBERT THOMPSON 0.80 X 0 0 0 ANNE WILSON 55.00 X X 276914 0 72810 MICHAEL STEDMAN 0.10 X 0 0 0 ERIC MCDONNELL 55.00 X 231998 0 39022 JOAN BRAUN 55.00 X 114217 0 20761 STUART CANNING 55.00 X 182499 0 16145 LORNE NEEDLE 55.00 X 135025 0 24333 DEBRA REISENTHAL 37.50 X 124535 0 25800 SONALI JOSHI 37.50 X 121761 0 7652 HELEN ROSEN 37.50 X 121186 0 22928 JOHN SCHAVER 37.50 X 107912 0 19206 1416047 0 248657 13 0 1 0 0 3726 626453 32117962 787676 32748141 PLEDGE PROCESSING FEES 900099 370653 370653 OFFICE SPACE RENTAL 900099 20100 20100 390753 454635 454635 4808639 4679448 129191 129191 129191 21711 3726 25080 -3369 -3369 33719351 390753 0 580457 20954821 20954821 1320036 323781 494208 502047 5816647 3541554 1036420 1238673 199372 199372 1116310 626603 241718 247989 472916 257406 108100 107410 3610 3610 152480 152480 45316 45316 1049966 713663 121695 214608 369028 261371 30061 77596 525005 266136 182873 75996 992618 428104 269632 294882 143451 74666 33742 35043 203199 153935 14952 34312 283343 126087 75086 82170 93561 13441 79162 958 9299 6286 1430 1583 33750978 27947226 2890485 2913267 1687990 1396743 421256 371455 6020669 9011340 96251 188354 1504950 1263087 157148 241863 14821418 11354430 90198 124710 23294930 22688895 4983241 9122827 3066489 3060563 179466 76914 8229196 12260304 X 10102514 5249473 1074245 1290143 3888975 3888975 15065734 10428591 23294930 22688895 X -31627 -4605516 X X 0 1 1 X 1 1 X 40399463 35658988 33822506 31958389 32748141 174587487 40399463 35658988 33822506 31958389 32748141 174587487 5998271 168589216 921001 452718 262795 484408 454635 2575557 830680 25236 649558 1505474 178668518 2714285 0.94360 0.94820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SETTLEMENT FUNDS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14500 19958 34458 33716520 33750978 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 298842 164277 101675 34458 599252 250000 250000 250000 250000 1000000 1500000 1759 1759 37471 14500 55489 46 0 2228072 0 2157709 0 748720 0 1 1 0 0 4687566 115298 457392 4345472 4049390 13344 154089 -470743 4687566 3763716 27875 -257799 4049390 4406300 -142189 500395 3763716 0.00000 0.89490 0.10510 0 0 48736 20870 27866 595581 486285 109296 860633 755932 104701 241863 33719351 33750978 -31627 -541334 -4064182 -4605516 -4637143 11034010 -541334 754443 -4064182 -3851073 14885083 45316 18788952 18834268 33719351 15671153 754443 25080 779523 14891630 45316 18814032 18859348 33750978 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENTS ARE USED FOR TEMPORARILY AND UNRESTRICTED PURPOSES ACCORDING TO THE INTENT OF THE DONOR. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UWBA ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JULY 1, 2009. UWBA EVALUATES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING FOR CONTINGENCIES WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. UWBA HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2012 OR 2011. UWBA FILES EXEMPT ORGANIZATION RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. WITH FEW EXCEPTIONS, UWBA IS NO LONGER SUBJECT TO UNITED STATES FEDERAL OR STATE/LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -4,064,182. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -4,064,182. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 18,793,932. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 20,100. FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE -25,080. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED FROM EXPENSES TO REVENUE 25,080. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 18,793,932. RENTAL INCOME RECLASSIFIED FROM EXPENSES TO REVENUE 20,100. LIGHT THE SPARK 25437 3726 21711 1000 16641 887 6552 25437 3726 21711 1000 16641 887 6552 25080 -3369 1 ABODE SERVICES 40849 FREMONT BOULEVARD FREMONT CA 94538 943087060 501(C)(3) 5580 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ADVENT LUTHERAN CHURCH 2504 BROADWAY AT 93RD STREET NEW YORK NY 10025 131635264 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AIDS LEGAL REFERRAL PANEL 1663 MISSION STREET STE 500 SAN FRANCISCO CA 94103 943111738 501(C)(3) 10343 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AIM HIGH FOR HIGH SCHOOL 2030 HARRISON STREET 3RD FL SAN FRANCISCO CA 94141 943296338 501(C)(3) 12242 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ALAMEDA COUNTY COMMUNITY FOOD BANK INC 7900 EDGEWATER DRIVE OAKLAND CA 94621 942960297 501(C)(3) 9256 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ALZHEIMERS ASSOCIATION NORTHERN 1060 LA AVENIDA STREET MOUNTAIN VIEW CA 94043 942897949 501(C)(3) 7381 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AMERICAN CANCER SOCIETY INC CALIFORNIA 601 MONTGOMERY STREET SUITE 650 SAN FRANCISCO CA 94111 941170350 501(C)(3) 29365 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AMERICAN HEART ASSOCIATION 100 MONTGOMERY STREET 1650 SAN FRANCISCO CA 94104 135613797 501(C)(3) 21389 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AMERICAN LEGION AUXILIARY 470 CAPISTRANO ROAD PO BOX 826 HALF MOON BAY CA 94019 946131367 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AMERICAN RED CROSS BAY AREA CHAPTER 85 SECOND STREET 8TH FLOOR SAN FRANCISCO CA 94105 943045430 501(C)(3) 77538 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ARC OF SAN FRANCISCO 1500 HOWARD STREET SAN FRANCISCO CA 94103 941415287 501(C)(3) 13959 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ASIAN HEALTH SERVICES 818 WEBSTER STREET OAKLAND CA 94607 942235908 501(C)(3) 6679 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ASSOCIATED PARENT CLUBS OF PIEDMONT 760 MAGNOLIA AVENUE OAKLAND CA 94611 942960998 501(C)(3) 12300 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AVALON ACADEMY 818 MAHLER ROAD BURLINGAME CA 94010 201651912 501(C)(3) 11840 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAR ASSOCIATION OF SAN FRANCISCO 301 BATTERY STREET THIRD FLOOR SAN FRANCISCO CA 94111 943049980 501(C)(3) 6450 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BARNES FOUNDATION 230 NORTH 21ST STREET 1ST FLOOR EAST PHILADELPHIA PA 19103 236000149 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY AREA COUNCIL FOUNDATION 201 CALIFORNIA STREET SUITE 1450 SAN FRANCISCO CA 94111 201826827 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY AREA DISCOVERY MUSEUM 557 MCREYNOLDS ROAD SAUSALITO CA 94965 680033227 501(C)(3) 20500 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY AREA LEGAL AID 1035 MARKET STREET 6TH FLOOR SAN FRANCISCO CA 94103 941631316 501(C)(3) 14450 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY AREA WOMEN'S & CHILDREN'S CENTER 318 LEAVENWORTH STREET SAN FRANCISCO CA 94102 942722718 501(C)(3) 5442 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BAY OAKS SOCCER CLUB 5940 COLLEGE AVENUE SUITE C OAKLAND CA 94618 200489332 501(C)(3) 5250 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BENICIA COMMUNITY ACTION COUNCIL 480 MILITARY EAST BENICIA CA 94510 680294153 501(C)(3) 5789 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BENICIA EDUCATION FOUNDATION PO BOX 1611 BENICIA CA 94510 680173278 501(C)(3) 6998 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BERKELEY REPERTORY THEATRE 999 HARRISON STREET BERKELEY CA 94710 941679756 501(C)(3) 9200 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BIG BROTHERSSISTERS OF THE BAY AREA 649 MISSION STREET 5TH FLOOR SAN FRANCISCO CA 94105 942897683 501(C)(3) 8923 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BLIND BABIES FOUNDATION 1814 FRANKLIN ST 11TH FLOOR OAKLAND CA 94612 941156630 501(C)(3) 5600 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOSTON COLLEGE 140 COMMONWEALTH AVENUEMORE HALL RM 220 CHESTNUT HILL MA 02467 042103545 501(C)(3) 11000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOY SCOUTS MARIN COUNCIL 225 WEST END AVE SAN RAFAEL CA 94901 941156323 501(C)(3) 5220 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOYS & GIRLS CLUB MARTINEZRODEO 1301 ALHAMBRA AVENUE MARTINEZ CA 94553 941333618 501(C)(3) 5184 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOYS & GIRLS CLUB SAN FRANCISCO 55 HAWTHORNE STREET STE 600 SAN FRANCISCO CA 94105 941156608 501(C)(3) 22824 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOYS & GIRLS CLUBS OF AMERICA 5 HANOVER SQUARE 3RD FLOOR NEW YORK NY 10005 135562976 501(C)(3) 15000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BOYS AND GIRLS HARBOR ONE EAST 104TH STREET ROOM 544 NEW YORK NY 10029 136015256 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS BRANSON SCHOOL 39 FERNHILL AVENUE 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942677202 501(C)(3) 38835 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDREN NOW 1212 BROADWAY 530 OAKLAND CA 94612 943059243 501(C)(3) 15000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDRENS DISCOVERY MUSEUM OF SAN JOSE 180 WOZ WAY SAN JOSE CA 95110 942870828 501(C)(3) 11000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHILDRENS HOSPITAL & RESEARCH CENTER FDN 2201 BROADWAY SUITE 600 OAKLAND CA 94612 941657474 501(C)(3) 11828 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHINESE HOSPITAL 845 JACKSON ST SAN FRANCISCO CA 94133 940382780 501(C)(3) 5978 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHRONICLE SEASON OF SHARING FUND 901 MISSION STREET SAN FRANCISCO CA 94144 943019992 501(C)(3) 35000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CHURCH OF JESUS CHRIST LDS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 237300405 501(C)(3) 17615 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS CITY TEAM MINISTRIES OF OAKLAND 722 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OPERATIONS WORLD AFFAIRS COUNCIL OF NORTHERN CA 312 SUTTER ST STE 200 SAN FRANCISCO CA 94108 943053917 501(C)(3) 5350 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS YALE UNIVERSITY PO BOX 2038/DEVELOPMENT OFFICE NEW HAVEN CT 06521 060646973 501(C)(3) 10000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94111 940997140 501(C)(3) 9302 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS ZION LUTHERAN CHURCH PIEDMONT 5201 PARK BLVD PIEDMONT CA 94611 946003242 501(C)(3) 12000 DESIGNATED BY DONOR TO AGENCY FOR GENERAL OPERATIONS AMERICAN RED CROSS BAY AREA CHAPTER 85 - 2ND STREET 8TH FLOOR SAN FRANCISCO CA 94105 943045430 501(C)(3) 12500 COMMUNITY READINESS INITIATIVE ON THE MOVE 1801 OAK STREET NAPA CA 94559 753149095 501(C)(3) 12000 MCPHERSON COMMUNITY SCHOOL INITIATIVE SAN FRANCISCO SCHOOL ALLIANCE 114 SANSOME STREET SUITE 800 SAN FRANCISCO CA 94104 943222869 501(C)(3) 17000 SAN FRANCISCO BEAON INITIATIVE STAR VISTA 610 ELM STREET SUITE 212 SAN CARLOS CA 94070 943094966 501(C)(3) 12000 BELLE HAVEN ELEMENTARY FULL-SERVICE SCHOOL PROJECT VALLEJO FIGHTING BACK PARTNERSHIP 505 SANTA CLARA STREET 3RD FLOOR VALLEJO CA 94590 680298092 501(C)(3) 12000 VALLEJO FULL-SERVICE COMMUNITY SCHOOL PROJECT 211 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FUNDING ALLOCATED TO AGENCIES AS DIRECTED BY DONORS: UNITED WAY OF THE BAY AREA RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING REQUESTS TO FUND SPECIFIC NONPROFITS THAT MEET THE IRS QUALIFICATIONS OF A TAX EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 170(C). ELIGIBLE ORGANIZATIONS ARE ALSO REQUIRED TO BE IN COMPLIANCE WITH THE SPIRIT AND INTENT OF THE USA PATRIOT ACT AND OTHER COUNTER TERRORISM LAWS. FUNDING AGENCIES THROUGH UWBA FUNDS: ONCE THE GRANT IS APPROVED BY UWBA BOARD, A MEMORANDUM OF UNDERSTANDING IS SIGNED BY AN AUTHORIZED UWBA REPRESENTATIVE AND THE GRANTEE. UWBA STAFF MAINTAINS REGULAR CONTACT WITH GRANTEES INCLUDING AT LEAST ONE PHONE CALL, ONE FORMAL SITE VISIT MID-TERM AND RECEIVES A FINAL REPORT BASED ON AGREED UPON OUTCOMES. X X X X X 1 0 0 0 0 0 0 0 0 ANNE WILSON 264800 0 4050 0 8064 0 69904 0 2906 0 349724 0 0 0 ERIC MCDONNELL 222491 0 3439 0 6068 0 19605 0 19417 0 271020 0 0 0 STUART CANNING 179099 0 2764 0 636 0 5538 0 10607 0 198644 0 0 0 LORNE NEEDLE 132334 0 1864 0 827 0 7481 0 16852 0 159358 0 0 0 DEBRA REISENTHAL 121770 0 1939 0 826 0 7723 0 18077 0 150335 0 0 0 PART I, LINE 4A DEBRA REISENTHAL, VP OF DEVELOPMENT RECEIVD SEVERANCE PAY OF $67,500, IN FY12 ON APRIL, 2012. HELEN ROSEN, EXECUTIVE DIRECTOR, HELPLINK, RECEIVED SEVERANCE PAY OF $33,819, IN FY12 ON FEBRUARY, 2012. BOTH OF THE SEVERANCE PAYS WILL BE REPORTED ON NEXT YEAR'S FORM 990, SCHEDULE J, PART II, COLUMN (B) (III) AND ON 2012 W2S. PART I, LINE 6 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART II, COLUMN (C): THE IRS DEFINES OTHER COMPENSATION (COLUMN C) AS REPORTED ON SCHEDULE J TO INCLUDE THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. THREE CURRENT DIRECTORS, OFFICERS OR KEY EMPLOYEES WERE PART OF THE DEFINED BENEFITS PLAN - THE CEO, COO & VP, IT. FOR UWBA'S PURPOSES, BOTH THE COMPANY PORTION OF THE CEO'S 401K EXPENSE ($20,166) AS WELL AS THE ANNUAL INCREASE IN THE ACTUARIAL VALUE OF THE (NOW FROZEN) DEFINED BENEFIT PLAN ($49,738), HAVE BEEN INCLUDED TO ARRIVE AT $69,904. X 22 785604 PROCEEDS FROM SALE X BEVERAGES 3 1572 FMV FROM DONOR X GIFT CARDS 1 500 FMV FROM DONOR 0 0 1 0 VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEER NUMBER INCLUDES VOLUNTEERS WHO PROVIDE DIRECT SERVICE TO UNITED WAY OF THE BAY AREA AS BOARD MEMBERS, VOLUNTEER TAX PREPARERS, FUNDRAISERS AND CAMPAIGN COORDINATORS, ADVOCACY AND PUBLIC POLICY VOLUNTEERS, AND VOLUNTEERS IN OTHER UNITED WAY OF THE BAY AREA PROGRAMS, AS WELL AS VOLUNTEER MATCHING REFERRALS THAT MATCH AND MOBILIZE VOLUNTEERS STRATEGICALLY TO MEET IDENTIFIED COMMUNITY NEEDS. FORM 990, PART VI, SECTION B, LINE 11 SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND CONTROLLER REVIEW FINAL DRAFT OF 990 BEFORE PRESENTING TO ALL VOTING MEMBERS OF THE BOARD FOR INFORMATIONAL REVIEW PRIOR TO SUBMISSION. BOARD MEMBERS HAVE UP TO A WEEK TO RESPOND WITH QUESTIONS, AFTER THAT, THE 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE UWBA IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL COMPLIANCE. OUR CORPORATE COMPLIANCE POLICY, OUR CODE OF ETHICAL CONDUCT, AND OUR CONFLICT OF INTEREST POLICY ARE POSTED ON OUR INTRANET AND ON OUR ORGANIZATION'S PUBLIC FACING WEB SITE. TAKEN TOGETHER, THEY OUTLINE THE EXPECTATIONS THE UWBA HAS OF ITS EMPLOYEES, VOLUNTEERS, AND REPRESENTATIVES. THE CONFLICT OF INTEREST POLICY CONTAINS SPECIFIC INJUNCTIONS AGAINST ANY PRACTICE OR ACT WHICH CONFLICTS WITH OR APPEARS TO CONFLICT WITH THE INTERESTS OF THE UWBA, BOTH ON AND OFF THE JOB. IT GOES ON TO EXPLICITLY STATE THAT NO EMPLOYEE, VOLUNTEER, OR REPRESENTATIVE SHALL USE HER/HIS POSITION OR INFLUENCE OR INFORMATION TO WHICH THEY HAVE ACCESS TO AS A RESULT OF THEIR ASSOCIATION OR ANY ASSETS OR RESOURCES OF THE UWBA FOR HER/HIS OWN PERSONAL GAIN, FOR TRADING OR FOR THE IMPROPER BENEFIT OF OTHERS. THE POLICY PROHIBITS PERFORMING COMPENSATED SERVICES FOR OR HAVING A BENEFICIAL INTEREST IN, OR BEING SUBSTANTIALLY OBLIGATED TO (OR A SIMILAR RELATIONSHIP FOR ANY FAMILY MEMBER OR CLOSE RELATIVE), ANY OF UWBA'S SUPPLIERS OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION DOING BUSINESS WITH UWBA UNLESS SUCH FACT HAS BEEN PROPERLY DISCLOSED TO UWBA'S CEO AND TO UWBA'S BOARD, AND SUCH RELATIONSHIP HAS BEEN SPECIFICALLY APPROVED BY THE BOARD ON THE BASIS OF A FULL DISCLOSURE OF THE FACTS. THE CODE OF ETHICAL CONDUCT SPECIFICALLY REQUIRES THE REPORTING OF VIOLATIONS AND THE PROTECTION OF THOSE WHO REPORT VIOLATIONS. OUR CORPORATE COMPLIANCE POLICY LAYS OUT A CLEARLY DEFINED PROCESS FOR EMPLOYEES AND VOLUNTEERS TO FOLLOW IN ORDER TO DISCLOSE ANY REASONABLE BELIEF THAT ANOTHER EMPLOYEE OR VOLUNTEER HAS VIOLATED LEGAL OR INTERNAL POLICY STANDARDS, WHETHER IN THE WORKPLACE OR OTHERWISE AS PART OF UWBA'S ACTIVITIES. INCLUDED IN THAT PROCEDURE IS A REPORT TO BE MADE TO THE BOARD ANNUALLY REGARDING ITEMS BROUGHT TO THE ATTENTION OF THE CORPORATE COMPLIANCE TASKFORCE, THE RESULTS OF THE INVESTIGATION THE TASKFORCE DID, AND THE STEPS TAKEN TO ADDRESS THE CONCERNS RAISED, IF STEPS WERE MERITED. THE TASKFORCE IS COMPOSED OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION, AND THE CHIEF ETHICS OFFICER. THE UNITED WAY OF THE BAY AREA HAS AN ANNUAL PROCESS FOR RE-AFFIRMING ITS CONFLICT OF INTEREST, ITS CODE OF ETHICAL CONDUCT, ITS CORPORATE COMPLIANCE AND DIVERSITY POLICIES. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AND OFFICERS/KEY EMPLOYEES IS THE SAME - UNITED WAY OF THE BAY AREA HAS A CONTRACTUAL RELATIONSHIP WITH AN INDEPENDENT SALARY CONSULTANT WHO CONSIDERS INDUSTRY, POSITION, EXPERIENCE AND MARKET BEFORE MAKING RECOMMENDATIONS TO UNITED WAY OF THE BAY AREA'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR TO REVIEW CURRENT DATA, ANALYZE BUDGET ISSUES AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. MINIMALLY, THE BOARD APPROVES THE COMPENSATION OF THE CEO, CFO AND OTHER KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF THE BAY AREA WEBSITE AS WELL AS BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -541,334. CHANGE IN PENSION LIABILITY IN EXCESS OF INTANGIBLE PENSION ASSETS -4,064,182. TOTAL TO FORM 990, PART XI, LINE 5: -4,605,516. AUDIT COMMITTEE AND OVERSIGHT FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM PRIOR YEAR. UNITED WAY STANDARD OVERHEAD CALCULATION FORM 990, PART VIII AND PART IX MANAGEMENT AND GENERAL EXPENSES $2,890,485 FUNDRAISING EXPENSES $2,913,267 }}}}}}}}}} TOTAL SUPPORT SERVICES EXPENSES $5,803,752 TOTAL REVENUE $33,719,351 OVERHEAD PERCENTAGE 17.21%